Relationship Manager

4 weeks ago


New York, New York, United States Bank of America Full time
Job Summary:

This role is responsible for supporting the Financial Advisor team in developing and enhancing existing client relationships. The ideal candidate will have strong communication skills, be detail-oriented, and have a thorough understanding of the suite of Wealth Management products and services.

Key Responsibilities:

Serve as a key point of contact for clients on non-administrative requests and needs

Support relationship management activities and develop, implement, and monitor the team's client service model

Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition

Requirements:

Series 7 and 66 licenses or Series 7, 63, and 65 licenses

SAFE ACT Registration

High School Diploma or equivalent

Skills:

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Benefits:

This role is eligible for a formulaic incentive plan and offers a competitive salary range of $48,000 to $100,000 annualized, based on experience, education, and skill set. Bank of America provides industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of the business and communities served.
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